大行评级|摩根大通:预期6月澳门博彩毛收或超195亿澳门元 首选银河娱乐及美高梅中国

格隆汇
24 Jun

摩根大通发表报告指,据该行检查,本月首22天澳门博彩毛收148亿澳门元,平均每日超过6.7亿澳门元,意味最后七日日均博彩毛收6.85亿澳门元,与5月的6.84亿澳门元相若,打破6月季节性低迷。虽数据受到张学友演唱会推动,但该行对近期超出季节性和预期的需求感到鼓舞,显示在超过一年令人失望趋势后出现积极的转折。该行指澳门本月博彩毛收很可能超过195亿澳门元,将为近期首次实现双位数增长。 该行认为现在是时候重新评估濠赌股当前估值,个股首选银河娱乐及美高梅中国,其后依次为金沙中国、永利澳门,评级均为“增持”;新濠博亚及澳博评级“中性”;并予新濠国际“减持”评级。

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